Bulwark Capital Corp.
Bulwark Capital Corporation, headquartered in Tacoma, Washington, is a registered investment adviser firm founded in 2017. Co-owned by Zach and Semmelle Abraham, the firm provides fee-based asset management, investment advice, financial and retirement planning, and wealth management services. It emphasizes asset protection, personalized investment strategies, and fiduciary duty, serving clients nationwide with a mobile and digital approach. Bulwark has a team of fewer than 25 employees, most recently reported as 16, and focuses on individualized service for those seeking alternatives to traditional big bank offerings. The firm is dedicated to building diversified investment plans and securing retirement resources for its clients.
Investment Strategy
Bulwark Capital Corporation develops diversified investment plans tailored to the client’s complete financial picture, focusing heavily on asset protection and risk management. Their approach includes fee-based asset management and allocating both conventional and alternative investments, such as equity and debt securities, real estate, and other diversified assets. For clients near or in retirement, Bulwark structures portfolios that guarantee a portion of retirement income while enabling participation in market upside, often employing alternatives to traditional stocks and bonds with low fees and principal guarantees. The firm's philosophy is to educate clients about risk, emphasize the importance of diversification, and pivot strategies in response to market changes, aiming for both protection during volatile markets and capital growth over time.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 12.38% | $15.9M | 48,481 | $304.22 | $328.17 | +$1.4M |
I IVV | ISHARES CORE S&P 500 ETF | 7.94% | $10.2M | 15,256 | $621.25 | $669.30 | +$807.3K |
V VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 7.69% | $9.9M | 210,389 | $46.38 | $46.96 | +$771.0K |
V VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 5.45% | $7.0M | 138,366 | $50.28 | $50.63 | +$317.6K |
J JPLD | JPMORGAN LIMITED DURATION BOND ETF | 5.07% | $6.5M | 124,279 | $52.24 | $52.48 | +$241.0K |